Found Description
Join CIBC as a Financial Advisor and make an impact in Kingston. You'll engage clients with exceptional service and personalized financial planning to help them achieve their goals.
In this role, you will focus on client engagement and build a robust portfolio through strong relationship management and business development strategies. By delivering customized financial solutions, you will enhance client satisfaction and generate new opportunities within your community, reinforcing CIBC’s reputation.
Key Responsibilities:
• Deliver tailored financial planning and advice
• Cultivate new client relationships through networking
• Execute community marketing and engagement strategies
• Develop sales plans targeting local market opportunities
• Ensure strong client support across various financial services
Requirements:
• Post-secondary education or relevant experience
• CIRO-ID certified with current standing
• Skills in business development and client prosp...
In this role, you will focus on client engagement and build a robust portfolio through strong relationship management and business development strategies. By delivering customized financial solutions, you will enhance client satisfaction and generate new opportunities within your community, reinforcing CIBC’s reputation.
Key Responsibilities:
• Deliver tailored financial planning and advice
• Cultivate new client relationships through networking
• Execute community marketing and engagement strategies
• Develop sales plans targeting local market opportunities
• Ensure strong client support across various financial services
Requirements:
• Post-secondary education or relevant experience
• CIRO-ID certified with current standing
• Skills in business development and client prosp...